$157 Million is the total value of Courant Investment Management LLC's 13 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 7.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $23,380,000 | -1.7% | 116,380 | -0.1% | 14.91% | -13.6% |
| JPM | JPMORGAN CHASE & CO | $17,876,000 | +3.7% | 176,592 | 0.0% | 11.40% | -8.9% | |
| KMX | Buy | CARMAX INC | $17,769,000 | +23.4% | 254,565 | +10.9% | 11.33% | +8.4% |
| LUV | Buy | SOUTHWEST AIRLNS CO | $16,510,000 | +29.6% | 318,055 | +16.1% | 10.53% | +13.9% |
| SCHW | Buy | SCHWAB CHARLES CORP NEW | $13,127,000 | +66.4% | 307,000 | +61.6% | 8.37% | +46.2% |
| MHK | MOHAWK INDS INC | $13,057,000 | +7.9% | 103,500 | 0.0% | 8.33% | -5.2% | |
| UNP | UNION PACIFIC CORP | $12,822,000 | +21.0% | 76,686 | 0.0% | 8.18% | +6.3% | |
| ADS | ALLIANCE DATA SYS CORP | $12,599,000 | +16.6% | 72,000 | 0.0% | 8.03% | +2.4% | |
| GMWSB | GENERAL MTRS CO*w exp 07/10/2019 | $9,880,000 | +22.3% | 508,231 | 0.0% | 6.30% | +7.5% | |
| LKQ | LKQ CORP | $9,353,000 | +19.6% | 329,559 | 0.0% | 5.96% | +5.1% | |
| ST | Buy | SENSATA TECHNOLOGIES HLDNG PLC | $7,428,000 | +94.9% | 165,000 | +94.1% | 4.74% | +71.3% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $3,012,000 | -1.6% | 10 | 0.0% | 1.92% | -13.5% | |
| HBI | Exit | HANESBRANDS INC | $0 | – | -436,512 | -100.0% | -3.97% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-04-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 28 | Q3 2023 | 22.9% |
| THE CHARLES SCHWAB CORP | 28 | Q3 2023 | 17.3% |
| BERKSHIRE HATHAWAY INC DEL | 28 | Q3 2023 | 5.9% |
| BREAD FINANCIAL HOLDINGS INC | 25 | Q3 2023 | 10.2% |
| CARMAX INC | 23 | Q3 2023 | 22.4% |
| JPMORGAN CHASE & CO | 22 | Q3 2023 | 18.9% |
| MOHAWK INDS INC | 18 | Q1 2023 | 14.8% |
| UNION PACIFIC CORP | 16 | Q3 2020 | 18.0% |
| PROGRESSIVE CORP OHIO | 15 | Q3 2023 | 31.9% |
| M & T BK CORP | 12 | Q2 2022 | 5.2% |
View Courant Investment Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-27 |
| 13F-HR | 2022-04-14 |
| 13F-HR | 2022-02-07 |
View Courant Investment Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.